DFA International Value III Portfolio

Class Inst (DFVIX)
Scorecard
3 / 5 Stars
Lipper
3 4 1 5 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
TheStreet.com
D (Sell)

#27 in Foreign Large Value

U.S. News evaluated 97 Foreign Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all Dimensional Fund Advisors funds

See full Foreign Large Value rankings

See more fund rankings

Performance

The fund has returned 27.42 percent over the past year, 6.41 percent over the past three years, 11.71 percent over the past five years, and 7.83 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 5.3%
1 Year 27.4%
3 Years (Annualized) 6.4%
5 Years (Annualized) 11.7%
10 Years (Annualized) 7.8%

See more DFVIX performance

Summary

The investment seeks long-term capital appreciation. The International Value Portfolio is a Feeder Portfolio and pursues its objective by investing substantially all of its assets in its corresponding Master fund, The DFA International Value Series (the "International Value Series") of The DFA Investment Trust Company (the "Trust"), which has the same investment objective and policies as the Portfolio. The International Value Series, using a market capitalization weighted approach, purchases securities of large non-U.S. companies in countries with developed markets that the Advisor determines to be value stocks.

Fees

Fees are Average compared to funds in the same category.
DFA International Value III Portfolio has an expense ratio of 0.25 percent.

See more DFVIX fees

Risk

Risk is High compared to funds in the same category according to Morningstar.

See more DFVIX risk